Method Community

Hey Nicolas, Getting mixed responses from my research. One being that it's an internal QuickBooks error, and advised retry syncing the record into QuickBooks. Please try clicking on "Retry" on the conflict, follow up with the results and if needed we can take a further look. -- Mortaza

Hello, Anyone know of a way to copy reports between accounts? I can see a few of my older custom reports in a new account...but not the one I need right now. 

Just had a client bring to my attention tha the Paste field in the HTML object doesn't work. I realize we could use Crtl+V, but he wants to use the button!

Adam, Here is some additional information I am trying to loop thru a file using the distinct value and then update the record it finds with a unique flag.   That way I can use those flagged records to create a grid. As I said the problem is that it does not seem to recognize any information other than the distinct value. Here are some ...

A customer creaded by converting it from a lead is not visible in Quickbooks. The customer is visible in Method, but not in Quickbooks. I'm getting conflict erros that mention this customer, but don't give me any recourse to correct the issue.  Here is one of the identical conflicts: QuickBooks returned an error when ...

That's definitely possible. First head over to the Invoice table and create a custom Method field, along the lines of "methodPONumber" stay away from naming it "PONumber" or "PurchaseOrderNumber" just so it doesn't fault in conflicts in the future when Method adds those fields. Once you have the field in ...

Hey Rick, Exactly. During the copy of the screen, if you did not flag to "replace links" then any actions pointing to the original screen will continue working as so. “Replace Links” does all redirecting for you. -- Mortaza

Hey Shara, If you would like to either post here or private message me screenshots of your customization for Steps 3 & 4 I can take a look at it. As soon as the Order Portal opens up for your customers it auto populates the required field "Customer" FullName by linking their RecordID to the session active RecordID. -- Mortaza

this has been a problem for me in both Method Classic and Method New. Currently, I am working on an opportunity for a business that has two partners. Closing the sale requires activities with both of them; however, (1) the opportunities screen does not let me add the second partner to the company and (2) Method displays an error message ...

Thanks Mortaza. Does that mean I just didn't choose the "replace links" option when I created my new screen?  I see my links on the home screen were updated which makes me think this was user error! Thanks Rick